Trustee's Requirements for Disclosure by Custodian

1. Law
2. Georgia Code
3. Wills, Trusts, and Administration of Estates
4. Revised Uniform Fiduciary Access to Digital Assets
5. Rights of Custodians or Users
6. Trustee's Requirements for Disclosure by Custodian

Unless otherwise ordered by the court, directed by the user, or provided in a trust, a custodian shall disclose to a trustee that is not an original user of an account the content of an electronic communication sent or received by an original or successor user and carried, maintained, processed, received, or stored by the custodian in the account of the trust if the trustee gives the custodian:

1. A written request for disclosure in physical or electronic form;
2. A certified copy of the trust instrument or a certification of the trust under Code Section 53-12-280 that includes consent to disclosure of the content of electronic communications to the trustee;
3. A certification by the trustee, under penalty of perjury, that the trust exists and the trustee is a currently acting trustee of the trust; and
4. If requested by the custodian:
   1. A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the trust's account; or
   2. Evidence linking the account to the trust.

(Code 1981, §53-13-18, enacted by Ga. L. 2018, p. 1089, § 1/SB 301.)

Law reviews.

- For annual survey on wills, trusts, guardianships, and fiduciary administration, see 70 Mercer L. Rev. 275 (2018).

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